⏳ This feature is in early
release for some Teamwork.com
accounts.
✔️ Available (with limits) on
Deliver, Grow, and Scale
subscriptions. 1
See the "Workflows feature
access" section in Workflows
Introduction for more
information.
What | Build a workflow
with a custom set of stages
that can be applied to
multiple projects to mange the
projects' tasks. |
Why |
|
Who |
|
When | Any time your team follows a
key
set of stages to reflect task
progress — create a workflow
with
those stages so that project
management in Teamwork.com is
in
sync with your on-paper
processes. |
What | Build a workflow
with a custom set of stages
that can be applied to
multiple projects to mange the
projects' tasks. |
Why |
|
Who |
|
When | Any time your team follows a key
set of stages to reflect task
progress — create a workflow with
those stages so that project
management in Teamwork.com is in
sync with your on-paper
processes. |
Before you
start
- Each workflow can be associated
with up to 30 projects.
- Each project can be linked with one
workflow.
Create a
workflow
Step 1:
Create a workflow
and stages
- Click your profile icon in
Teamwork.com's main navigation
menu.
- Select Settings.
- Switch to the Workflows tab.
- Click Add
workflow.
- Enter the workflow's name, then
press Enter / Return.
- Click Add stage.
- Enter a stage name.
- Repeat steps 6 and 7 for each
stage you need.
Step 2:
Apply the workflow
to projects
- Click Apply to
projects at the bottom of
the panel.
- Click the Select projects field.
- Check the box on the left of each
project you want to apply the
workflow to.
- Click Apply
workflow.
Step 3: Map
workflow
stages
If any of the selected
projects are already using a workflow,
the new workflow will replace it. You
must map the previous workflow's
stages to stages in the new workflow
(so that tasks can move over
accordingly).
- Click the first Select
stage field.
- Select a stage in the new workflow to map the previous stage's tasks to.
- Repeat steps 1 and 2 for each
subsequent stage that needs to be
mapped.
- Click Apply
workflow.
The workflow is created and
applied to the selected projects. For
any mapped workflows, the affected
tasks are moved to the new
stages.
Manage a
workflow
- Click your profile icon in
Teamwork.com's main navigation
menu.
- Select Settings.
- Switch to the Workflows tab.
- Scroll to the relevant
workflow.
- Click the ellipsis (three dots) on the workflow's
right.
- Manage the workflow:
- Workflow
name: Update
the workflow name.
- Stages:
- Name: Click
into a stage name field to
update the text.
- Color: Click a
stage's color to open the
color palette and pick
another.
- Delete: Hover
over a stage and click
the trash
can to delete
it.
- Automate: Hover
over a stage and click the
automation button ()
to open
the automations
builder.
- Reorder: Click
and hold the left side of
a stage (set of dots) and
drag the stage to a new
position in the
list.
- Projects: Click Apply to
projects to
update the projects associated
with the workflow.
Project
Board view
When a workflow is applied to a
project, the workflow can also be
viewed from the project's Board
view.
- Project
members with permission
to:
- View
tasks: can access Board
view and view individual tasks
they
have visibility of within the
workflow's stages.
- Edit
tasks: can move tasks
between stages.
- Add tasks: can create new
tasks
directly in stages.
- Standard
users with the profile
permission to:
- Manage workflows: can edit the
workflow via the project's
Board view.
- Project admin: if the user has
permission to manage workflows
and is also project
admin, they can change the
project's
associated workflow.
- Site admins (in the owner company)
can edit the workflow or change
the project's associated
workflow.
1.
Also
available on legacy
subscriptions:
Pro, Premium,
Enterprise.